LRI Investments LLC Has $53.16 Million Holdings in Dimensional US Core Equity 1 ETF $DCOR

LRI Investments LLC raised its stake in Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR) by 14.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 721,936 shares of the company’s stock after buying an additional 90,552 shares during the quarter. Dimensional US Core Equity 1 ETF comprises approximately 3.7% of LRI Investments LLC’s investment portfolio, making the stock its 3rd biggest holding. LRI Investments LLC owned 2.15% of Dimensional US Core Equity 1 ETF worth $53,156,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Orion Porfolio Solutions LLC lifted its position in Dimensional US Core Equity 1 ETF by 722.6% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 1,503,105 shares of the company’s stock valued at $100,483,000 after acquiring an additional 1,320,384 shares in the last quarter. Brighton Jones LLC increased its holdings in Dimensional US Core Equity 1 ETF by 10.0% during the 4th quarter. Brighton Jones LLC now owns 870,286 shares of the company’s stock worth $64,079,000 after purchasing an additional 79,028 shares in the last quarter. Stratos Investment Management LLC increased its holdings in Dimensional US Core Equity 1 ETF by 5.2% during the 4th quarter. Stratos Investment Management LLC now owns 616,797 shares of the company’s stock worth $45,415,000 after purchasing an additional 30,356 shares in the last quarter. Rather & Kittrell Inc. raised its stake in shares of Dimensional US Core Equity 1 ETF by 12.0% in the 4th quarter. Rather & Kittrell Inc. now owns 615,168 shares of the company’s stock valued at $45,295,000 after purchasing an additional 65,944 shares during the period. Finally, Monograph Wealth Advisors LLC raised its stake in shares of Dimensional US Core Equity 1 ETF by 6.4% in the 3rd quarter. Monograph Wealth Advisors LLC now owns 434,884 shares of the company’s stock valued at $31,286,000 after purchasing an additional 26,140 shares during the period.

Dimensional US Core Equity 1 ETF Stock Performance

Shares of Dimensional US Core Equity 1 ETF stock opened at $80.11 on Friday. The firm has a market cap of $3.00 billion, a PE ratio of 21.81 and a beta of 0.99. The business’s 50 day simple moving average is $75.04 and its 200 day simple moving average is $74.41. Dimensional US Core Equity 1 ETF has a 52-week low of $61.48 and a 52-week high of $80.26.

Dimensional US Core Equity 1 ETF Profile

The Dimensional US Core Equity 1 ETF (DCOR) is an exchange-traded fund that mostly invests in total market equity. The fund is actively managed to provide broad US equity exposure, seeking to provide long-term capital appreciation by tilting the weightings in the underlying stocks. DCOR was launched on Sep 12, 2023 and is issued by Dimensional.